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Here are some things to consider as you weigh potential tax moves before the end of the year.

Losing a spouse is an incredibly difficult event to endure in one’s life. Because women typically live longer than men, they’re more likely to experience this loss. Not only is this an emotionally-wrenching situation, many widows that left the financial dealings to their spouse suddenly find themselves faced with making many crucial financial decisions.

We are facing a challenging time as a nation and as a global community. Instead of being encompassed by fear, anxiety, and frustration, we should take every step to preserve our physical, mental, and emotional well-being. Isolation can have lasting negative effects on your mental health, but there is good news: it’s easier than ever to stay connected with people who care about you.

The COVID-19 pandemic has adversely affected many Americans’ physical, psychological, and social well-being due to decreased economic stability and uncertainty surrounding job security. Whether you are still employed, unemployed, planning to retire this year, or planning on retiring in the future, here are a few tips to keep in mind while navigating the current climate.

As with all things pertaining to your money, be meticulous in choosing the right advisor. It may take some time to research, interview, and decide on the right fit, however, making the right decision the first time will benefit you in the long run.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.